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RM - CAB (corporate Agent & Brokers)

Mangalore, Karnataka

Edelweiss Stockbroking Limited

Job Description

Job Purpose
The role is responsible to generate business through RMs by building strong relationships with the branch heads
The role is also responsible for supporting the business heads by achieving the assigned targets
Key Responsibilities
Managerial Responsibilities Set goals for the team and constantly monitor the performance of the RMs
Train and motivate the team.
Provide proper mentoring to the team and groom them for an enhanced performance
Ensure proper staffing of the drive
Functional Responsibilities
Focus on customer service and ensure high standard of customer service and quality
Maintain branch relations by building relationships with branch head and branch staff
Ensure ethical selling
Job Requirements
Qualifications Typically a Graduate
Experience 5 years
Functional Competencies (could specify additional functional competencies)
Good understanding about the insurance industry and market updates
Excellent MS Office skills
Behavioral Competencies Team management skills
Leadership skills
Shows positive attitude
Key Interactions
Internal Nature or purpose of interaction
CSB Zonal Office, CSB branches and RMS For building relationship with them for generate insurance business
External Nature or purpose of interaction
Customers For providing suitable solutions on insurances products

Company Description

Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Two years
Compulsory Education
Salary range:
₹ 2,00,000 - ₹ 3,75,000 / Yearly (Gross Pay)
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